Latest Tower Wealth Partners, Inc. Stock Portfolio

Tower Wealth Partners, Inc. Performance:

2025 Q4: 1.46%YTD: 10.93%2024: -8.76%

Performance for 2025 Q4 is 1.46%, and YTD is 10.93%, and 2024 is -8.76%.

About Tower Wealth Partners, Inc. and 13F Hedge Fund Stock Holdings

Tower Wealth Partners, Inc. is a hedge fund based in LEWISBURG, PA. On 28-Apr-2023, the fund reported that it had an AUM (Regulated Assets under Management) of $259.2 Millions. In it's latest 13F Holdings report, Tower Wealth Partners, Inc. reported an equity portfolio of $181.9 Millions as of 31 Dec, 2025.

The top stock holdings of Tower Wealth Partners, Inc. are CDC, BIL, DIAL. The fund has invested 12.7% of it's portfolio in VICTORY PORTFOLIOS II and 11.6% of portfolio in SPDR SERIES TRUST.

The fund managers got completely rid off SPDR SERIES TRUST (BIL), MORGAN STANLEY ETF TRUST and SEA LTD (SE) stocks. They significantly reduced their stock positions in META PLATFORMS INC (META), ISHARES TR (IJR) and CATERPILLAR INC (CAT). Tower Wealth Partners, Inc. opened new stock positions in PUTNAM ETF TRUST (PFUT), VANECK ETF TRUST (AFK) and WALMART INC (WMT). The fund showed a lot of confidence in some stocks as they added substantially to ALPHABET INC (GOOG), MASTERCARD INCORPORATED (MA) and ISHARES TR (IJR).

Tower Wealth Partners, Inc. Annual Return Estimates Vs S&P 500

Our best estimate is that Tower Wealth Partners, Inc. made a return of 1.46% in the last quarter. In trailing 12 months, it's portfolio return was 10.93%.

Performance
S&P 500

New Buys

Ticker	$ Bought
putnam etf trust	3,051,090
vaneck etf trust	442,028
walmart inc	330,023
expedia group inc	319,290
nextera energy inc	215,793
asml holding n v	215,042
oracle corp	205,045

New stocks bought by Tower Wealth Partners, Inc.

Additions

Ticker	% Inc.
alphabet inc	66.03
mastercard incorporated	35.41
ishares tr	16.19
merck & co inc	15.9
fidelity merrimack str tr	15.11
nvidia corporation	15.08
ishares tr	14.81
proshares tr	13.38

Additions to existing portfolio by Tower Wealth Partners, Inc.

Reductions

Ticker	% Reduced
meta platforms inc	-44.18
ishares tr	-24.58
caterpillar inc	-22.94
verizon communications inc	-17.44
procter and gamble co	-12.3
goldman sachs group inc	-9.63
accenture plc ireland	-8.07
essential utils inc	-5.81

Tower Wealth Partners, Inc. reduced stake in above stock

Sold off

Ticker	$ Sold
spdr series trust	-2,805,840
morgan stanley etf trust	-476,863
weis mkts inc	-250,323
uber technologies inc	-214,848
sea ltd	-294,368
agnico eagle mines ltd	-259,414
honeywell intl inc	-260,388
f5 inc	-256,613

Tower Wealth Partners, Inc. got rid off the above stocks

Sector Distribution

Tower Wealth Partners, Inc. has about 76.2% of it's holdings in Others sector.

Sector	%
Others	76.2
Healthcare	7.3
Technology	5.1
Consumer Cyclical	2.5
Financial Services	2.3
Energy	1.7
Communication Services	1.3
Utilities	1.2
Industrials	1.2
Consumer Defensive	1.2

Market Cap. Distribution

Tower Wealth Partners, Inc. has about 17.7% of it's portfolio invested in the large-cap and mega-cap stocks.

Category	%
UNALLOCATED	76.2
MEGA-CAP	9.7
LARGE-CAP	8
MICRO-CAP	6

Stocks belong to which Index?

About 22.5% of the stocks held by Tower Wealth Partners, Inc. either belong to S&P 500 or RUSSELL 2000 index.

Index	%
Others	77.5
S&P 500	16.5
RUSSELL 2000	6

Top 5 Winners (%)		%
CAH	cardinal health inc	30.6 %
MRK	merck & co inc	23.3 %
GOOG	alphabet inc	21.8 %
CAT	caterpillar inc	17.8 %
AMGN	amgen inc	15.9 %

Top 5 Winners ($)		$
CDC	victory portfolios ii	0.7 M
BIL	spdr series trust	0.4 M
AFLG	first tr exchng traded fd vi	0.3 M
DIAL	columbia etf tr i	0.2 M
OUNZ	vaneck merk gold etf	0.2 M

Top 5 Losers (%)		%
HOOD	robinhood mkts inc	-21.0 %
HD	home depot inc	-14.8 %
RCL	royal caribbean group	-13.8 %
ADP	automatic data processing in	-12.1 %
T	at&t inc	-11.9 %

Top 5 Losers ($)		$
HD	home depot inc	-0.2 M
PG	procter and gamble co	-0.1 M
MSFT	microsoft corp	-0.1 M
META	meta platforms inc	-0.1 M
T	at&t inc	-0.1 M

Tower Wealth Partners, Inc. Holdings Map

This heatmap illustrates the top 50 positions within the fund's portfolio.

Current Stock Holdings of Tower Wealth Partners, Inc.

Tower Wealth Partners, Inc. has 87 stocks in it's portfolio. About 71.8% of the portfolio is in top 10 stocks. HD proved to be the most loss making stock for the portfolio. CDC was the most profitable stock for Tower Wealth Partners, Inc. last quarter.

Last Reported on: 16 Jan, 2026

Ticker	Namesorted ascending	% Portfolio	Shares Held	$ Value	Type	% Change
AAPL	apple inc	1.68	11,249	3,058,150	added	1.28

ABBV	abbvie inc	0.20	1,592	363,756	added	1.47

ACN	accenture plc ireland	0.13	889	238,519	reduced	-8.07

ADP	automatic data processing in	0.14	992	255,172	added	5.31

AEMB	american centy etf tr	0.84	15,013	1,531,030	added	1.96

AFK	vaneck etf trust	0.24	3,559	442,028	new

AFLG	first tr exchng traded fd vi	6.67	354,179	12,134,200	added	1.06

ALTS	proshares tr	0.77	16,629	1,400,490	added	13.38

AMGN	amgen inc	0.20	1,109	362,987	added	1.37

AMLX	amplify etf tr	6.02	246,215	10,956,600	reduced	-0.25

AMZN	amazon com inc	0.70	5,514	1,272,740	added	0.25

APD	air prods & chems inc	0.00	0.00	0.00	sold off	-100

APH	amphenol corp new	0.32	4,249	574,210	reduced	-0.05

APP	applovin corp	0.13	356	239,880	added	1.71

ARES	ares management corporation	0.12	1,325	214,160	unchanged	0.00

AVGO	broadcom inc	0.31	1,623	561,720	added	2.85

AXP	american express co	0.49	2,393	885,290	reduced	-0.21

BIL	spdr series trust	11.57	197,262	21,047,900	reduced	-1.64

BIL	spdr series trust	0.24	4,841	442,371	added	2.48

BIL	spdr series trust	0.00	0.00	0.00	sold off	-100